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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,408 | $88,710+89.8% | $81,783+105.9% | $145,959+15.4% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 10.59% | 1027.26%-1016.7pp | 775.05%-764.5pp | 561.95%-551.4pp |
| Employer contribution / active EE | $1,029 | $3,083-66.6% | $2,913-64.7% | $4,661-77.9% |
| Participant deferral / active EE | $4,713 | $4,645+1.5% | $4,320+9.1% | $6,689-29.5% |
| Admin fee / account holder | $45,898 | $8,407+445.9% | $7,380+521.9% | $13,398+242.6% |